增程式电动汽车：碳中和目标下的未来主流

Core Viewpoint - The market for range-extended electric vehicles (REEVs) is rapidly growing, driven by their unique technological advantages and market performance, positioning them as strong competitors in the future automotive landscape [1][6]. Group 1: Market Performance - In 2024, China's new energy vehicle sales are expected to exceed 12 million units, with a penetration rate surpassing 40%. Sales of range-extended models are projected to reach 1.18 million units, marking a 63% year-on-year increase [1]. - In the mid-to-high-end market (priced above 250,000 yuan), range-extended vehicle sales are anticipated to hit 710,000 units, outpacing pure electric and plug-in hybrid models [1][6]. Group 2: Technological Advantages - The core technology of REEVs lies in their "range extender" system, which uses an internal combustion engine to generate electricity for the battery, effectively addressing range anxiety and enhancing energy efficiency [2]. - Data from Li Auto indicates that over 65% of the driving range for its 1.2 million range-extended users is powered by electricity, with nearly 90% of driving time spent in electric mode [2]. Group 3: Market Trends - The price of range-extended electric vehicles is decreasing, with the market share of models priced above 200,000 yuan dropping from 90% to a range of 100,000 to 150,000 yuan, making them accessible to a broader consumer base [3]. - The diverse application scenarios for REEVs, such as in areas with limited charging infrastructure and for long-distance travel, contribute significantly to their market growth [3]. Group 4: Industry Consensus - Industry experts assert that REEVs are not merely a transitional technology but possess long-term development potential, complementing plug-in hybrid technologies rather than replacing them [4]. - Major automotive companies, including XPeng Motors and BAIC Blue Valley, are increasing their investments in range-extended electric vehicles, indicating a strategic focus on this segment for future market positioning [4]. Group 5: Contribution to Carbon Neutrality - REEVs play a crucial role in achieving carbon neutrality by utilizing green fuels to reduce emissions and serving as "mobile power stations" during extreme weather, capable of addressing significant power grid shortages [5]. - The long-term innovation and market expansion of REEV technology are expected to support global carbon neutrality goals, positioning them as key players in promoting sustainable development [5].